PURPOSE:

This position provides the Bank's customers with account services and transactions adapted to their needs and expectations aligned with the Bank's vision and objectives.

SUMMARY OF ESSENTIAL DUTIES

Assists customers in opening new checking and savings accounts and other deposit products (CDs, Debit cards, etc.), ensuring that all documentation is properly completed. Explains Bank policies regarding such accounts to customers. Ensures that all account openings comply the Bank policies and regulations. Complies with all Know Your Customer (KYC) requirements as required by the Bank Secrecy Act (verifies the OFAC status of the customers, accurately completes the Customer Information Profile, etc.). Performs a variety of duties to assist customers with requests or complaints. Assists customers with balancing accounts, account research, processing any adjustments, cut-off statements and stop payment orders. Assists members of the Desjardins Network to ensure a smooth transition of their financial activities between the Canadian network and the Desjardins Bank operations. Informs customers on the particularities of the products and services offered by the Bank in the United States. Points out to members of the Desjardins network all differences between the Canadian operations of Desjardins and the services offered by the U.S. subsidiary. Advises and counsels Canadian customers on how to fulfil their banking needs in the most efficient and economical way. Issues debit cards and explains to the customers how to properly use them. Attends to and helps resolve debit cards problems when they arise. Promotes and advises the use of all automated products including Online Banking, Mobile banking, E-Statements, Desjardins debit and credit cards. Instructs customers how to use the various mobile banking applications on Apple and Android smartphones and tablets. Assists with succession procedures for estates of deceased customers. Attends and completes all required trainings (Bank Secrecy Act, Compliance, Information Security, et al.).

CONTACTS

Contact with consumers in person, by email and by phone. Interaction with various other employees of the bank, including other Customer Experience Agents, BSA Compliance, and Management.

DESIRED KNOWLEDGE/SKILLS/ABILITIES/OTHER REQUIREMENTS AND EXPERIENCE

1-2 years' experience in a banking environment preferred. Relevant customer service experience will be considered. Professionally bilingual in French and English, (written and oral). Knowledge and use of use digital banking technology (online banking, mobile banking, ATMs). Knowledge of current issues related to the Desjardins Group clientele base helpful. Experience in both Canadian and American banking industry helpful. Business and customer oriented. Demonstrates persistence, a positive attitude, excellent interpersonal and communication skills, and team spirit. Excellent organizational and time management skills. Fully embraces and commits to the Core Desjardins Values and Behaviors to Always Do What's Best for Our Members and Clients. Ability in applying and interpreting organization policy and regulations. Ability to travel to other branches when needed to replace other Customer Experience Agents.

EDUCATION

High School Diploma or equivalent. Associate degree or higher is highly desirable. American Bankers Association, Florida Bankers Association, or Center for Financial Training (CFT) Certificates in General Banking is desirable. Other related certificates or education will be considered.

PHYSICAL AND OTHER REQUIREMENTS

Ability to sit for extended periods of time with heavy telephone activity. Ability to move freely to all areas of the Bank and accompany customers physically to the convenience computer, ATM, or other stations as needed. Speech ability to communicate clearly both over the phone and in person. Ability to wear a headset comfortably for long periods of time and hear/listen to interlocutors clearly and distinctly. Hand and wrist dexterity to use computer keyboard and mouse, and telephone, to handwrite documents, distribute mail and other documents. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. Must have reliable transportation and be physically able to drive to other Bank locations if needed.

THIS POSITION'S SPECIFICATIONS SHOULD NOT BE CONSTRUED TO IMPLY THAT THESE REQUIREMENTS ARE THE EXCLUSIVE RESPONSIBILITIES OF THE POSITION. INCUMBENT WILL FOLLOW ANY OTHER INSTRUCTION, AND PERFORM ANY OTHER RELATED DUTIES, AS MAY BE REQUIRED BY THEIR SUPERVISOR. DESJARDINS BANK, N.A. IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

Hours per week: 30-39

Job Type:

Full-time Pay:

From $22.00 per hour

Benefits:

401(k) 401(k) 4% Match Dental insurance Employee assistance program Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance Volunteer time off

Experience:

Banking:

1 year (Preferred) Customer service: 1 year (Preferred)

Language:

French and English (Required)

Work Location:

In person